Keith David Copeland
Investment adviser representative at Hamilton Capital
19 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$4.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Hamitlon Capital, LLCJan 2025 to now
- Hamilton CapitalJan 2017 to now
- The Tlc Group Ltd.Sep 2007 to now
- Hamilton Capital Management, IncNov 2016 to Dec 2024
Designations
- CFP® certification
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Hamilton Capital
Legal name: Hamilton Capital, LLC
$4.9BAssets managed
2,963Clients
60Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6737450
- Firm CRD
- 109116